State Licensed Financial PlannerVirtualVocations • Ontario, California, United States
State Licensed Financial Planner
VirtualVocations • Ontario, California, United States
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A company is looking for a Financial Planner to provide comprehensive financial guidance and support to clients.
Key Responsibilities
Deliver comprehensive financial plans that drive measurable outcomes for participants
Lead proactive conversations to uncover client goals and position appropriate products and services
Provide education and actionable guidance on various financial topics and facilitate client-directed transactions
Required Qualifications
Bachelor's degree or equivalent combination of education and professional experience (MBA preferred)
Certified Financial Planner (CFP) designation required
FINRA Series 7, 63, and 65 registrations required
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience
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Financial Planner • Ontario, California, United States
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